Willow Creek Wealth Management Inc. Portfolio Holdings

Willow Creek Wealth Management Inc.

  • $1.06 Billion
  • Q2 2025

Willow Creek Wealth Management Inc. has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.06 Billion distributed in 167 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Target with a value of $113M, Vanguard Bd Index Fd Inc Short with a value of $111M, Spdr Portfolio Aggregate Bond with a value of $94.6M, Dimensional ETF Tr U S Equity with a value of $53.4M, and Dimensional ETF Tr Us Marketwi with a value of $45.9M.

Examining the 13F form we can see an increase of $78.8M in the current position value, from $978M to 1.06B. Also it can be appreciated an additional of 12 stocks purchases and 2 closed positions.

Willow Creek Wealth Management Inc. is based out at Sebastopol, CA

Below you can find more details about Willow Creek Wealth Management Inc. portfolio as well as his latest detailed transactions.

Portfolio value $1.06 Billion
ETFs: $943 Million
Technology: $31.6 Million
Consumer Defensive: $17.5 Million
Financial Services: $8.9 Million
Communication Services: $5.83 Million
Industrials: $4.85 Million
Healthcare: $4.25 Million
Consumer Cyclical: $2.06 Million
Other: $760,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$417B
$15.9 Million 1.51% of portfolio
16,099
Q4 2024 Reduced 6.62%
$3.45T
$12.5 Million 1.18% of portfolio
60,708
Q2 2025 Added 0.31%
$280B
$7.46 Million 0.71% of portfolio
107,553
Q2 2025 Added 3.75%
$216B
$2.83 Million 0.27% of portfolio
3,591
Q2 2025 Added 0.11%
$18.2B
$2.43 Million 0.23% of portfolio
33,010
Q2 2025 Added 0.36%
$1.75B
$2.44 Million 0.23% of portfolio
400,000
Q4 2024 Added 46.3%
$1.17T
$2.27 Million 0.22% of portfolio
12,809
Q2 2025 Reduced 0.87%
$1.14T
$2.19 Million 0.21% of portfolio
12,410
Q2 2025 Reduced 0.18%
$30.5B
$2.08 Million 0.2% of portfolio
7,187
Q2 2025 Reduced 2.38%
$3.77T
$2.11 Million 0.2% of portfolio
4,252
Q2 2025 Added 2.71%
$168B
$1.77 Million 0.17% of portfolio
4,355
Q2 2025 Reduced 0.02%
$575B
$1.69 Million 0.16% of portfolio
4,767
Q2 2025 Added 1.04%
$642B
$1.15 Million 0.11% of portfolio
5,276
Q2 2025 Reduced 10.65%
$855B
$1.01 Million 0.1% of portfolio
3,475
Q2 2025 Added 2.09%
$872M
$723,000 0.07% of portfolio
102,474
Q2 2025 Reduced 0.03%
$64.9B
$695,000 0.07% of portfolio
6,599
Q2 2025 Reduced 0.23%
$260B
$593,000 0.06% of portfolio
6,073
Q2 2025 Added 1.3%
$533B
$622,000 0.06% of portfolio
1,107
Q2 2025 Added 1.93%
$416B
$588,000 0.06% of portfolio
3,724
Q2 2025 Added 3.67%
$439B
$616,000 0.06% of portfolio
4,035
Q2 2025 Added 1.2%
$221B
$513,000 0.05% of portfolio
4,140
Q2 2025 Added 34.72%
$145B
$503,000 0.05% of portfolio
1,887
Q1 2025 Reduced 13.91%
$2.32T
$509,000 0.05% of portfolio
2,324
Q2 2025 Added 12.65%
$283B
$483,000 0.05% of portfolio
1,877
Q1 2025 Reduced 6.24%
$159B
$530,000 0.05% of portfolio
2,277
Q4 2024 Reduced 2.98%
$1.58T
$546,000 0.05% of portfolio
741
Q2 2025 Added 8.65%
$622B
$488,000 0.05% of portfolio
1,006
Q2 2025 Reduced 3.92%
$253B
$376,000 0.04% of portfolio
1,277
Q2 2025 Added 0.63%
$5.99B
$440,000 0.04% of portfolio
4,890
Q2 2025 Added 1,400.0%
$101B
$409,000 0.04% of portfolio
2,231
Q1 2025 Added 0.59%
$177B
$423,000 0.04% of portfolio
2,176
Q2 2025 Reduced 0.14%
$104B
$405,000 0.04% of portfolio
1,854
Q1 2025 Added 0.27%
$138B
$326,000 0.03% of portfolio
1,651
Q2 2025 Reduced 0.54%
$383B
$317,000 0.03% of portfolio
6,718
Q2 2025 Reduced 10.95%
$22.3B
$337,000 0.03% of portfolio
1,516
Q4 2024 Added 316.48%
$173B
$293,000 0.03% of portfolio
758
Q1 2025 Added 1.34%
$64.9B
$266,000 0.03% of portfolio
1,043
Q2 2025 Reduced 0.29%
$141B
$323,000 0.03% of portfolio
1,404
Q2 2025 Added 0.93%
$738B
$364,000 0.03% of portfolio
467
Q2 2025 Added 1.74%
$237B
$335,000 0.03% of portfolio
2,383
Q1 2025 Reduced 8.8%
$181B
$303,000 0.03% of portfolio
1,016
Q2 2025 Reduced 0.29%
$452B
$284,000 0.03% of portfolio
2,640
Q2 2025 Added 3.57%
$201B
$351,000 0.03% of portfolio
2,660
Q2 2025 Reduced 0.15%
$380B
$346,000 0.03% of portfolio
945
Q2 2025 Added 1.61%
$530B
$316,000 0.03% of portfolio
236
Q2 2025 Added 1.29%
$207B
$307,000 0.03% of portfolio
3,881
Q2 2025 Reduced 6.28%
$148B
$267,000 0.03% of portfolio
748
Q2 2025 Added 5.2%
$113B
$341,000 0.03% of portfolio
1,239
Q2 2025 Added 12.13%
$220B
$297,000 0.03% of portfolio
1,019
Q2 2025 Added 4.73%

Summary

  • Portfolio
  • No. of Stocks 167
  • Current Value $1.06 Billion
  • Prior Value $978 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 12 stocks
  • Additional Purchases 80 stocks
  • Sold out of 2 stocks
  • Reduced holdings in 44 stocks
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